Zep Inc. acquired Ecolab's Vehicle Care Division, creating a new Zep Vehicle Care platform. The acquisition expands Zep's access to the $1 billion vehicle care market across North America. Zep Vehicle Care is a leader in the market with a strong leadership team and premier customer list. The acquisition is expected to provide modest EPS accretion in fiscal year 2013 and $0.08 to $0.10 per share accretion in fiscal year 2014 after integration is completed. The purchase multiple is expected to improve to 8.0x after realizing $1.5 to $2 million in anticipated synergies from a 12-month integration plan.
CPFL Energia reported strong financial results for 2004. Net income was R$279 million compared to a net loss in 2003. Revenues increased 18% to R$9.5 billion driven by a 4.9% increase in energy sold. The company consolidated its position as a market leader in distribution and commercialization in Brazil. Looking forward, CPFL Energia expects continued growth from its efficient distribution operations and expanding commercialization and generation businesses.
This document summarizes a Cummins teleconference presentation covering several topics:
1) Cummins is well-positioned for sustained earnings growth across its engine, components, distribution, and power generation businesses due to global emission standards, new platforms, and market share gains.
2) Cummins is committed to reducing greenhouse gas emissions and improving energy efficiency in its facilities and products to create a cleaner environment.
3) The company discusses living its core values around corporate responsibility, diversity, integrity, and innovation through initiatives like the Cummins Foundation and employee community involvement programs.
Vulcan's strategy is based on its strength in aggregates, which are essential materials and valuable assets.
The company has a leading position in aggregates due to its favorable geographic footprint in high-growth markets, the largest proven and probable reserve base, and operational expertise that provides attractive unit profitability.
Vulcan is strategically positioning its business to maximize future earnings growth by leveraging its strong market position, leading reserve levels, and focus on profitable growth and effective land management.
This presentation provides an overview of Cummins Inc.'s performance in 2006 and outlook for 2007 and beyond. Some key points:
- 2006 was the best year in Cummins' history with record revenue of $11.4 billion, EBIT of $1.2 billion, and net earnings of $715 million.
- Cummins is outperforming its peer group with faster growth in net income and operating cash flow compared to revenue.
- The company has four complementary business segments - engines, power generation, distribution, and components.
- Cummins aims to continue profitable growth through market leadership, new product introductions, and global expansion across all segments.
- Challenges include globalization,
Merril Lynch - Conferência de Mercados Emergentes Globais*CPFL RI
CPFL Energia reported strong financial results in 2004 and 1Q05, driven by growth across its distribution, commercialization, and generation businesses. Distribution sales increased 7.3% in 1Q05 due to higher average consumption and economic growth. Commercialization captured a 19% market share by attracting free customers. Generation benefited from the startup of a new hydroelectric plant and energy sales being fully contracted. Overall, CPFL Energia achieved a 18% increase in gross revenues in 2004 and 14% increase in 1Q05, with net income growing 194% in 2004 and 1,485% in 1Q05. The company plans to invest $2.6 billion through 2008 to expand its businesses and maintain operations.
Pi Inter Solar North America Presentationmstmathieu
The document discusses best practices for renewable energy development in emerging markets. It outlines Partnership International, a consulting firm that provides renewable energy advisory services in over 50 countries. The presentation identifies three key factors for solar development success: appropriate policy, technology, and financing. It then discusses best practices for renewable energy development by region, including Africa, Asia, the Caribbean, and Southeastern Europe/Turkey.
JBS reported financial results for the third quarter of 2012. Net revenue increased 17.7% year-over-year to R$4.6 billion for JBS Mercosul. EBITDA grew 46.7% to R$665.6 million, with an EBITDA margin of 14.5%. JBS operates as a leading global protein producer with over 140,000 employees worldwide.
Gary Fayard presented The Coca-Cola Company's financial vision and outlook. He outlined the company's long-term growth targets of 6-8% annual net revenue growth and 3-4% annual operating income growth on a currency neutral basis. He explained how the company will achieve these targets through tailored actions in different markets and by leveraging its competitive advantages of global brands, an extensive bottling system, scale and operational flexibility.
CPFL Energia reported strong financial results for 2004. Net income was R$279 million compared to a net loss in 2003. Revenues increased 18% to R$9.5 billion driven by a 4.9% increase in energy sold. The company consolidated its position as a market leader in distribution and commercialization in Brazil. Looking forward, CPFL Energia expects continued growth from its efficient distribution operations and expanding commercialization and generation businesses.
This document summarizes a Cummins teleconference presentation covering several topics:
1) Cummins is well-positioned for sustained earnings growth across its engine, components, distribution, and power generation businesses due to global emission standards, new platforms, and market share gains.
2) Cummins is committed to reducing greenhouse gas emissions and improving energy efficiency in its facilities and products to create a cleaner environment.
3) The company discusses living its core values around corporate responsibility, diversity, integrity, and innovation through initiatives like the Cummins Foundation and employee community involvement programs.
Vulcan's strategy is based on its strength in aggregates, which are essential materials and valuable assets.
The company has a leading position in aggregates due to its favorable geographic footprint in high-growth markets, the largest proven and probable reserve base, and operational expertise that provides attractive unit profitability.
Vulcan is strategically positioning its business to maximize future earnings growth by leveraging its strong market position, leading reserve levels, and focus on profitable growth and effective land management.
This presentation provides an overview of Cummins Inc.'s performance in 2006 and outlook for 2007 and beyond. Some key points:
- 2006 was the best year in Cummins' history with record revenue of $11.4 billion, EBIT of $1.2 billion, and net earnings of $715 million.
- Cummins is outperforming its peer group with faster growth in net income and operating cash flow compared to revenue.
- The company has four complementary business segments - engines, power generation, distribution, and components.
- Cummins aims to continue profitable growth through market leadership, new product introductions, and global expansion across all segments.
- Challenges include globalization,
Merril Lynch - Conferência de Mercados Emergentes Globais*CPFL RI
CPFL Energia reported strong financial results in 2004 and 1Q05, driven by growth across its distribution, commercialization, and generation businesses. Distribution sales increased 7.3% in 1Q05 due to higher average consumption and economic growth. Commercialization captured a 19% market share by attracting free customers. Generation benefited from the startup of a new hydroelectric plant and energy sales being fully contracted. Overall, CPFL Energia achieved a 18% increase in gross revenues in 2004 and 14% increase in 1Q05, with net income growing 194% in 2004 and 1,485% in 1Q05. The company plans to invest $2.6 billion through 2008 to expand its businesses and maintain operations.
Pi Inter Solar North America Presentationmstmathieu
The document discusses best practices for renewable energy development in emerging markets. It outlines Partnership International, a consulting firm that provides renewable energy advisory services in over 50 countries. The presentation identifies three key factors for solar development success: appropriate policy, technology, and financing. It then discusses best practices for renewable energy development by region, including Africa, Asia, the Caribbean, and Southeastern Europe/Turkey.
JBS reported financial results for the third quarter of 2012. Net revenue increased 17.7% year-over-year to R$4.6 billion for JBS Mercosul. EBITDA grew 46.7% to R$665.6 million, with an EBITDA margin of 14.5%. JBS operates as a leading global protein producer with over 140,000 employees worldwide.
Gary Fayard presented The Coca-Cola Company's financial vision and outlook. He outlined the company's long-term growth targets of 6-8% annual net revenue growth and 3-4% annual operating income growth on a currency neutral basis. He explained how the company will achieve these targets through tailored actions in different markets and by leveraging its competitive advantages of global brands, an extensive bottling system, scale and operational flexibility.
This document outlines the course Branding 101 for the Spring Semester. It covers the brief history of brands from symbols to commodities to modern brands. It discusses why brands matter through examples of how much brand value contributes to market capitalization for well-known companies. The document also covers definitions of brands and what makes a great brand. It discusses how branding is evolving in the current environment, with the rise of brand and product saturation, consumer empowerment, distribution efficiencies, and niche markets.
Accenture hpb consumer_healthcare_po_v_6 june 2012 v3claudy604
The document provides an overview of the High Performance Business analysis methodology used by Accenture to evaluate companies in the consumer healthcare industry. It summarizes the key sections of the HPB analysis, including company rankings over multiple time periods, analysis of market trends impacting the industry, and identification of distinctive capabilities demonstrated by top-performing companies. These include strategic market leadership focused on high-value categories, generating actionable consumer insights, innovation marketing, ensuring strong in-store availability, regulatory expertise, a simple operating model, and a focus on continuous performance improvement. Reckitt Benckiser is highlighted as the strongest performer in the industry according to the HPB analysis methodology.
- One Equity Partners (OEP) is the private investment arm of JPMorgan Chase that manages $10 billion for investments and commitments.
- The document discusses recent OEP acquisitions including the acquisition of MERFISH PIPE & SUPPLY COMPANY AND PIPE EXCHANGE, INC. by OEP and an investment by OEP in WOW! Nutrition in Brazil.
- It also provides an overview of OEP's investment approach, focusing on identifying trends, investing in concepts not just deals, partnering to create value, investing for the long term, and leveraging an experienced team.
The document discusses Coca-Cola's strategy to increase the value of its beverage portfolio between 2008 and 2020. Key points include: focusing on the most attractive industry value pools like sparkling beverages; seizing value from the biggest profit pools like reinvigorating the sparkling business in Great Britain; and leveraging unique capabilities like bringing innovations to market faster through a new innovation culture and acquiring or developing scalable premium brands.
Kraft Foods is currently underperforming relative to its potential. Its EBIT margins of around 13.6% are significantly lower than competitors and lower than what its portfolio of branded food categories should support. Kraft's acquisition of Cadbury is assessed as acquiring a high-quality business at an attractive price. The combination of Kraft and Cadbury has the potential to drive margin expansion and earnings growth through synergies, improving Cadbury's profitability, and realizing the earnings power of Kraft's existing portfolio. Investors appear to be discounting this potential in Kraft's currently low valuation.
This document outlines MeadWestvaco's strategy to deliver shareholder value through profitable growth and margin expansion. It discusses focusing on packaging, driving growth through commercial excellence, innovation, emerging markets, and expanded participation. MWV aims for revenue growth of 5%+, margin expansion of 50-100 bps, earnings growth of 7-10%, and dividend yield of 3-5% to achieve top quartile shareholder returns.
This document provides an overview and agenda for a PBG presentation. It includes a snapshot of PBG highlighting their employees, brands, and financial track record. It discusses the evolving landscape facing consumers and the beverage industry. The strategic priorities to drive shareholder value are refreshing and repositioning the brand portfolio, transforming performance through operating excellence, and capitalizing on geographic growth opportunities. Guidance for 2009 anticipates low single-digit top-line and profit growth due to currency pressures but strong cash flow and liquidity.
CarMax had a very successful fiscal year 2007, with net income increasing 48% on a 19% increase in sales. Some factors contributing to this growth were expanded brand awareness that drove more customers to stores and the website, and improved execution across buying, reconditioning, and selling vehicles. CarMax opened 10 new stores in 2007 and expects to open 13 more in 2008, pursuing a long-term goal of 15-20% annual store growth that could double their store base in 5 years. CarMax remains well positioned for continued growth due to their unique consumer offer and the large size of the used vehicle market.
FBHS is a leading residential building products company that manufactures faucets, kitchen and bath cabinets, security products, and windows and doors. While some segments are performing well due to replacement demand, margins are depressed as the cabinets and windows segments are leveraged to new home construction. However, FBHS has right-sized its capacity for a recovery in housing starts and is well-positioned to benefit significantly from even a modest improvement in the housing market through high operating leverage. The company also has opportunities to grow organically and make acquisitions using its strong balance sheet.
United Stationers focuses on six value drivers to achieve profitable growth:
1) Deliver profitable sales growth through product initiatives, marketing capabilities, and new channels
2) Drive out waste through cost reduction programs like WOW 2 to lower expenses
3) Expand private brand sales which offer higher margins for United and customers
4) Optimize assets like inventory and accounts payable to improve cash flow
5) Unlock value from acquisitions like ORS Nasco to enter new markets
6) Enhance marketing capabilities with technology improvements to catalogs and customer tools
United made progress in 2007 on these drivers through category growth, cost savings, higher private brand sales, and the ORS Nasco acquisition, helping deliver
ArvinMeritor's 2002 annual report summarizes the company's strategies for growth, including minimizing cyclicality through business diversity, focusing on organic growth while reviewing strategic opportunities, and growing content per vehicle through technologically advanced systems and modules. The report discusses how each business group - Light Vehicle Systems, Commercial Vehicle Systems, and Light Vehicle Aftermarket - performed in 2002 and opportunities for future growth. Key highlights include a 1% increase in sales and a 206% increase in net income compared to 2001, as the company remains committed to consistent quality and service for customers.
This document is an investor presentation for The Timken Company from March 2009. It provides an overview of Timken's businesses, strategies, and financial performance. Key points include:
- Timken operates in industrial and automotive markets globally, with a focus on friction management and power transmission solutions.
- The company has transformed its portfolio in recent years through acquisitions and divestitures to focus on more profitable industrial sectors.
- Timken aims to enhance existing products/services, leverage technology, capture new opportunities, and improve efficiency to drive shareholder returns.
- The presentation reviews Timken's strategic focus areas and financial targets for 2009 and beyond across its business segments.
The document provides an overview of the restaurant and foodservice industry in 2012. It finds that in 2011, sales continued to grow with December 2011 sales up 8.4% year-over-year. However, 40% of restaurant companies were found to be in "fiscal danger." The trends of de-leveraging, conserving cash, and store closures were expected to continue into 2012. Key segments like quick-service restaurants saw 5% revenue growth driven by international operations, while casual dining struggled with traffic declines.
Zep Inc. is a leading consumable packaged chemicals company that produces and markets a wide variety of transportation and maintenance chemicals. Zep serves key end markets such as transportation, industrial/MRO, and others where its focus and scale provide an advantage. Zep has a trusted family of brands and markets over 4,000 formulas to over 200,000 customers. Zep's strategy is to focus on key end markets, expand market access, and drive economies of scale. Zep aims to reach $1 billion in revenue within 5 years through a combination of organic growth and acquisitions.
Zep Inc. is a leading provider of consumable packaged chemicals. It produces over 4,000 formulas under trusted brands to serve key end markets like transportation, industrial/MRO, and food processing. Zep recently acquired Ecolab's vehicle care division to expand into the $1 billion vehicle wash market. Zep aims to grow sales to $1 billion within 5 years through organic growth and acquisitions while improving EBITDA margins and EPS annually. It has a consistent track record of strong cash flow generation.
The presentation provides an overview of Zep Inc., including its value proposition, target markets, favorable industry trends, growth strategy and financial performance. Key points include:
- Zep sells highly effective chemicals for maintenance, cleaning and protection across transportation, industrial and janitorial markets.
- Recent acquisitions have expanded its product portfolio and markets served. Further complexity reduction is planned.
- Favorable demographic and industry trends support ongoing growth in its target markets.
- The company has achieved strong revenue growth and expanding margins through acquisitions and restructuring.
Zep Inc. August 2014 Investor PresentationZep Inc.
Zep Inc. held an investor presentation in August 2014 to provide an overview of the company and its outlook. The presentation discussed Zep's portfolio of brands serving transportation, industrial/MRO, and jan/san markets. It highlighted trends favoring these end markets as well as Zep's history of acquisitions and initiatives to streamline operations and reduce complexity. Zep has generated strong revenue and earnings growth but expects near-term challenges from a fire that impacted its aerosol production capacity. Overall sales are projected to be flat to down in the next 2-3 quarters before capacity is restored.
The survey, taken in October 2011 by manufacturers in the Portland OR area, was designed to identify the most significant concerns each participant has for their business through 2012.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
This document outlines the course Branding 101 for the Spring Semester. It covers the brief history of brands from symbols to commodities to modern brands. It discusses why brands matter through examples of how much brand value contributes to market capitalization for well-known companies. The document also covers definitions of brands and what makes a great brand. It discusses how branding is evolving in the current environment, with the rise of brand and product saturation, consumer empowerment, distribution efficiencies, and niche markets.
Accenture hpb consumer_healthcare_po_v_6 june 2012 v3claudy604
The document provides an overview of the High Performance Business analysis methodology used by Accenture to evaluate companies in the consumer healthcare industry. It summarizes the key sections of the HPB analysis, including company rankings over multiple time periods, analysis of market trends impacting the industry, and identification of distinctive capabilities demonstrated by top-performing companies. These include strategic market leadership focused on high-value categories, generating actionable consumer insights, innovation marketing, ensuring strong in-store availability, regulatory expertise, a simple operating model, and a focus on continuous performance improvement. Reckitt Benckiser is highlighted as the strongest performer in the industry according to the HPB analysis methodology.
- One Equity Partners (OEP) is the private investment arm of JPMorgan Chase that manages $10 billion for investments and commitments.
- The document discusses recent OEP acquisitions including the acquisition of MERFISH PIPE & SUPPLY COMPANY AND PIPE EXCHANGE, INC. by OEP and an investment by OEP in WOW! Nutrition in Brazil.
- It also provides an overview of OEP's investment approach, focusing on identifying trends, investing in concepts not just deals, partnering to create value, investing for the long term, and leveraging an experienced team.
The document discusses Coca-Cola's strategy to increase the value of its beverage portfolio between 2008 and 2020. Key points include: focusing on the most attractive industry value pools like sparkling beverages; seizing value from the biggest profit pools like reinvigorating the sparkling business in Great Britain; and leveraging unique capabilities like bringing innovations to market faster through a new innovation culture and acquiring or developing scalable premium brands.
Kraft Foods is currently underperforming relative to its potential. Its EBIT margins of around 13.6% are significantly lower than competitors and lower than what its portfolio of branded food categories should support. Kraft's acquisition of Cadbury is assessed as acquiring a high-quality business at an attractive price. The combination of Kraft and Cadbury has the potential to drive margin expansion and earnings growth through synergies, improving Cadbury's profitability, and realizing the earnings power of Kraft's existing portfolio. Investors appear to be discounting this potential in Kraft's currently low valuation.
This document outlines MeadWestvaco's strategy to deliver shareholder value through profitable growth and margin expansion. It discusses focusing on packaging, driving growth through commercial excellence, innovation, emerging markets, and expanded participation. MWV aims for revenue growth of 5%+, margin expansion of 50-100 bps, earnings growth of 7-10%, and dividend yield of 3-5% to achieve top quartile shareholder returns.
This document provides an overview and agenda for a PBG presentation. It includes a snapshot of PBG highlighting their employees, brands, and financial track record. It discusses the evolving landscape facing consumers and the beverage industry. The strategic priorities to drive shareholder value are refreshing and repositioning the brand portfolio, transforming performance through operating excellence, and capitalizing on geographic growth opportunities. Guidance for 2009 anticipates low single-digit top-line and profit growth due to currency pressures but strong cash flow and liquidity.
CarMax had a very successful fiscal year 2007, with net income increasing 48% on a 19% increase in sales. Some factors contributing to this growth were expanded brand awareness that drove more customers to stores and the website, and improved execution across buying, reconditioning, and selling vehicles. CarMax opened 10 new stores in 2007 and expects to open 13 more in 2008, pursuing a long-term goal of 15-20% annual store growth that could double their store base in 5 years. CarMax remains well positioned for continued growth due to their unique consumer offer and the large size of the used vehicle market.
FBHS is a leading residential building products company that manufactures faucets, kitchen and bath cabinets, security products, and windows and doors. While some segments are performing well due to replacement demand, margins are depressed as the cabinets and windows segments are leveraged to new home construction. However, FBHS has right-sized its capacity for a recovery in housing starts and is well-positioned to benefit significantly from even a modest improvement in the housing market through high operating leverage. The company also has opportunities to grow organically and make acquisitions using its strong balance sheet.
United Stationers focuses on six value drivers to achieve profitable growth:
1) Deliver profitable sales growth through product initiatives, marketing capabilities, and new channels
2) Drive out waste through cost reduction programs like WOW 2 to lower expenses
3) Expand private brand sales which offer higher margins for United and customers
4) Optimize assets like inventory and accounts payable to improve cash flow
5) Unlock value from acquisitions like ORS Nasco to enter new markets
6) Enhance marketing capabilities with technology improvements to catalogs and customer tools
United made progress in 2007 on these drivers through category growth, cost savings, higher private brand sales, and the ORS Nasco acquisition, helping deliver
ArvinMeritor's 2002 annual report summarizes the company's strategies for growth, including minimizing cyclicality through business diversity, focusing on organic growth while reviewing strategic opportunities, and growing content per vehicle through technologically advanced systems and modules. The report discusses how each business group - Light Vehicle Systems, Commercial Vehicle Systems, and Light Vehicle Aftermarket - performed in 2002 and opportunities for future growth. Key highlights include a 1% increase in sales and a 206% increase in net income compared to 2001, as the company remains committed to consistent quality and service for customers.
This document is an investor presentation for The Timken Company from March 2009. It provides an overview of Timken's businesses, strategies, and financial performance. Key points include:
- Timken operates in industrial and automotive markets globally, with a focus on friction management and power transmission solutions.
- The company has transformed its portfolio in recent years through acquisitions and divestitures to focus on more profitable industrial sectors.
- Timken aims to enhance existing products/services, leverage technology, capture new opportunities, and improve efficiency to drive shareholder returns.
- The presentation reviews Timken's strategic focus areas and financial targets for 2009 and beyond across its business segments.
The document provides an overview of the restaurant and foodservice industry in 2012. It finds that in 2011, sales continued to grow with December 2011 sales up 8.4% year-over-year. However, 40% of restaurant companies were found to be in "fiscal danger." The trends of de-leveraging, conserving cash, and store closures were expected to continue into 2012. Key segments like quick-service restaurants saw 5% revenue growth driven by international operations, while casual dining struggled with traffic declines.
Zep Inc. is a leading consumable packaged chemicals company that produces and markets a wide variety of transportation and maintenance chemicals. Zep serves key end markets such as transportation, industrial/MRO, and others where its focus and scale provide an advantage. Zep has a trusted family of brands and markets over 4,000 formulas to over 200,000 customers. Zep's strategy is to focus on key end markets, expand market access, and drive economies of scale. Zep aims to reach $1 billion in revenue within 5 years through a combination of organic growth and acquisitions.
Zep Inc. is a leading provider of consumable packaged chemicals. It produces over 4,000 formulas under trusted brands to serve key end markets like transportation, industrial/MRO, and food processing. Zep recently acquired Ecolab's vehicle care division to expand into the $1 billion vehicle wash market. Zep aims to grow sales to $1 billion within 5 years through organic growth and acquisitions while improving EBITDA margins and EPS annually. It has a consistent track record of strong cash flow generation.
The presentation provides an overview of Zep Inc., including its value proposition, target markets, favorable industry trends, growth strategy and financial performance. Key points include:
- Zep sells highly effective chemicals for maintenance, cleaning and protection across transportation, industrial and janitorial markets.
- Recent acquisitions have expanded its product portfolio and markets served. Further complexity reduction is planned.
- Favorable demographic and industry trends support ongoing growth in its target markets.
- The company has achieved strong revenue growth and expanding margins through acquisitions and restructuring.
Zep Inc. August 2014 Investor PresentationZep Inc.
Zep Inc. held an investor presentation in August 2014 to provide an overview of the company and its outlook. The presentation discussed Zep's portfolio of brands serving transportation, industrial/MRO, and jan/san markets. It highlighted trends favoring these end markets as well as Zep's history of acquisitions and initiatives to streamline operations and reduce complexity. Zep has generated strong revenue and earnings growth but expects near-term challenges from a fire that impacted its aerosol production capacity. Overall sales are projected to be flat to down in the next 2-3 quarters before capacity is restored.
The survey, taken in October 2011 by manufacturers in the Portland OR area, was designed to identify the most significant concerns each participant has for their business through 2012.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Dr. Reddy's Laboratories Ltd is an Indian multinational pharmaceutical company headquartered in Hyderabad, India. It has a strong portfolio of products across multiple business segments and geographies. The company focuses on providing affordable and innovative medicines. Some of its strengths include launching generic versions of expensive drugs, acquisitions that provided new technology and products, and a large workforce. It aims to leverage its infrastructure to enter new markets like oncology. However, drug development involves high costs and risks. The company must also comply with strict regulations.
1) Jim Kelly, President of Cummins Engine Business, presents on Cummins' performance and future opportunities at a JP Morgan conference.
2) Cummins has doubled revenue over 5 years, generated high profits, improved debt levels, and actively repurchased shares.
3) The company is executing on strategic principles like pursuing complementary businesses and profitable growth through new platforms, markets, and products.
1) Jim Kelly, President of Cummins Engine Business, presents at the JPMorgan Basics & Industrials Conference on June 12, 2007. He discusses Cummins' financial performance, growth strategies, and outlook.
2) Cummins has doubled revenue in 5 years, generated high profits, improved its balance sheet significantly, and outperformed its peer group. It is executing on strategic principles to drive continued profitable growth.
3) Cummins is well-positioned for future performance due to its technology leadership, customer relationships, investments in new opportunities, and global diversification across business segments and markets.
The document summarizes McKesson Corporation's investor/analyst day presentation from June 7, 2002. It discusses the company's strategy, financial performance, goals for its supply management, information solutions, and other business segments. Key points include revenue and earnings growth in recent years, goals to increase market share and margins across various segments, and continued investment in new products and services. Financial metrics like EBIT, EPS, cash flow, and return on capital are presented for 2000-2002 with most showing strong growth.
Jefferies 2013 Global Industrials Conference PresentationZep Inc.
Zep Inc. discussed its complexity reduction initiatives to drive cost savings and cash flow. It plans to consolidate facilities, reduce its non-sales workforce by 80-100 positions, and examine logistics opportunities. It expects $8-12 million in annual savings with $4-7 million in restructuring charges. Revenue in fiscal year 2013 is expected to be $685-690 million. The complexity reduction measures aim to improve profitability and position the company for long-term growth.
Kroger is a large supermarket chain with a mission to be a leader in food distribution and related products. It operates in a highly competitive industry with few major players and thousands of rivals. Kroger has grown through acquisitions of smaller chains. It faces intense competition from major retailers like Walmart. Kroger has a large consumer base and remains attractive as population grows. However, it has low profit margins, high debt levels, and unionized workforce that increase costs. Kroger should remain diversified across its store formats and private label products to maintain its competitive position in the grocery industry.
Predictive testing of opportunities example reportThe Inovo Group
An example of the report produced by Inovo's PTO service. Based on the Growth Science Business Model Simulation tool, Inovo provides a detailed analysis of an opportunity a company is pursuing or considering to pursue and predicts it's probability of success and growth rate.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
This investor presentation discusses Safeguard Scientifics' strategy and portfolio of partner companies. It notes that Safeguard has significant cash reserves, owns stakes in 16 growing companies, and has realized $632 million in exits since 2006. However, the full value of Safeguard's holdings has yet to be realized. The presentation outlines Safeguard's goals to continue building value in current companies, make additional valuable exits, replenish holdings, and expand its platform.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Zep Inc. provides a company overview and discusses its markets, brands, and strategic initiatives. Key points include:
- Zep sells highly effective chemicals to maintain, clean, and protect assets in transportation, industrial, and janitorial markets.
- It has a trusted family of brands and markets over 4,000 formulas to over 200,000 customers.
- The company aims to consolidate facilities, reduce workforce, and realize cost savings from complexity reduction efforts to improve profitability.
Similar to Investor Presentation-February 2013 (20)
Zep Inc. reported record first quarter revenue driven by gains in their three major North American end markets. Results were broadly in line with expectations, though gross profit margin declined slightly year-over-year. Investments were made in organic growth initiatives during the quarter. The company is recovering well from the May 2014 manufacturing facility fire and expects to achieve full production capability by the end of the second fiscal quarter. Zep provided fiscal year 2015 guidance targeting low single digit revenue growth and gross profit margins between 46-48%.
Zep Inc. held its fourth quarter fiscal 2014 earnings conference call on November 12, 2014. In the call, Chairman and CEO John K. Morgan and CFO Mark R. Bachmann discussed the company's financial results and outlook. They noted record fourth quarter revenue of $186.8 million, up 2.5% year-over-year on an organic basis. Gross margins were impacted by higher freight costs and raw material sales. The company is making investments to accelerate organic growth in its North American business and recovering from a May 2014 fire at its aerosol manufacturing plant.
Zep Inc. held an investor presentation in August 2014 to provide an overview of the company and its financial performance. The presentation contained the following key points:
- Zep sells highly effective chemicals and products for maintenance, cleaning, and protection across various markets. It focuses on transportation, industrial/MRO, and janitorial/sanitation industries.
- The company has experienced strong revenue growth through acquisitions completed since 2009. It has also improved EBITDA margins and return on invested capital.
- Zep generates consistent cash flow that it uses to fund operations and debt payments. However, a recent fire at its aerosol plant may impact sales and costs in the near future until production is
Zep Inc. reported third quarter fiscal 2014 earnings. Revenue increased 0.6% overall and 2.1% on an average daily sales basis. Adjusted EBITDA grew 13.6% and the adjusted EBITDA margin expanded 110 basis points. Transportation and industrial/MRO markets represented 63% of North American revenue. In May, a fire destroyed Zep's aerosol manufacturing facility, but no associates were injured. Zep is implementing a business continuity plan and expects lost aerosol sales to exceed core growth for the next 2-3 quarters, with sales expected to be flat to down somewhat. The CFO reviewed financial results and preliminary expectations for fiscal 2015, which will focus on minimizing customer disruption from
Zep Inc. sells highly-effective consumable chemicals that help professionals maintain, clean and protect assets and facilities. It markets over 4,000 formulas under trusted brands to over 200,000 customers. Zep aims to reduce complexity and drive organic growth through strategic initiatives like product line rationalization and supply chain optimization. It expects these actions to generate $9 million in cost savings in 2014 and profitably grow its business toward $1 billion in revenue within 5 years.
Zep inc. second quarter fiscal 2014 earnings conference call finalZep Inc.
Zep Inc. reported its second quarter fiscal 2014 earnings. Revenue was $157.8 million despite severe winter weather. Adjusted EBITDA was $11.2 million and adjusted earnings per share were $0.09. A $3.8 million legal matter in California was settled. Restructuring initiatives were on track to exceed $9 million in savings for fiscal 2014. Management expressed confidence in future results as distractions ended and sales rebounded.
Zep Inc. presented its investor presentation for February 2014. The presentation highlighted Zep's value proposition as a seller of consumable packaged chemicals, its market opportunity across transportation, industrial/MRO, and janitorial/sanitation markets. It summarized Zep's history since spinning off in 2007, including platform acquisitions and current focus on complexity reduction. The presentation outlined Zep's financial objectives of $1 billion in revenue, annual EBITDA margin improvement, and annual EPS growth. It provided an overview of Zep's revenue drivers for fiscal 2014 and discussed its strategies for growing sales and profits profitably through margin expansion and returning high ROIC.
Zep Inc. First Quarter Fiscal 2014 Earnings Conference CallZep Inc.
Zep Inc. reported financial results for the first quarter of fiscal year 2014 that met expectations with limited surprises. Revenue grew 4.3% to $164.9 million driven by contributions from the acquisition of Zep Vehicle Care, which offset declines from restructuring efforts. Gross margins improved 70 basis points to 48.1% due to favorable product mix. Adjusted EBITDA increased 17% to approximately $14.1 million and adjusted earnings per share were $0.17, excluding one-time costs. Management expects near-term sales declines of 0-3% due to restructuring initiatives but remains focused on realizing $9 million in annual cost savings and generating significant cash flow in the second half of the fiscal year to
Zep Inc. reported strong financial results for the fourth quarter and fiscal year 2013. In the fourth quarter, revenue grew 6% to $182.2 million, gross margins improved 130 basis points, adjusted EBITDA grew 8% to $17 million, and free cash flow grew by almost $27 million. For fiscal year 2013, revenue grew 5.5%, gross margins improved 110 basis points, adjusted EBITDA grew 6% to $57 million, and free cash flow increased $34 million to $38 million. Looking ahead, Zep expects continued cost reductions and efficiency initiatives to drive further margin expansion and debt reduction in fiscal year 2014.
- Third quarter results were mixed with progress made on strategic initiatives but overall financial results were unacceptable.
- Revenue increased due to acquisitions but was offset by declines in other areas, while gross profit margins grew.
- Expectations are for flat to declining revenue in the near term as complexity reduction plans are accelerated, but these plans aim to improve free cash flow and margins.